Zach Poitra

Licensed Annuity Investigator

More About Me

My name is Zach Poitra. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

I have an 11-year background working both on Wall Street and with clients overseas. After getting my Bachelor’s from Evergreen State College, I began my career in international business working with clients in both South-East and North Asia. I was also a stockbroker with the Wall Street firm Pacific Crest Securities for nearly 10 years, before transitioning into financial advising.

I’ve dedicated myself to helping my clients financially transition into retirement safely and without stress. I decided to focus on annuities for one reason: I saw family, friends, and clients heading into retirement struggling as to how to approach their financial situation. They were in desperate need of advice on how to retire, not only from their jobs, but how to retire from their investments. I could see that annuities are often the perfect solution for this type of situation, so I decided to become an annuity expert in order to help others through this transition. I’m committed to finding the best solution available based on my clients’ needs and desires.

When I’m not at my desk, I enjoy outdoor activities such as hiking and mountain biking. I’m also a student of scripture and love spending time with my 5-year-old son, Bodhi.

I reside in Oregon, and even though my office is physically located in Eugene, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,

Zach Poitra